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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,900 | $178,174-58.0% | $156,181-52.0% | $137,256-45.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 3.62% | 84.19%-80.6pp | 64.87%-61.3pp | 220.34%-216.7pp |
| Employer contribution / active EE | $7,112 | $4,972+43.1% | $4,294+65.6% | $4,156+71.1% |
| Participant deferral / active EE | $12,018 | $6,888+74.5% | $6,132+96.0% | $6,407+87.6% |
| Admin fee / account holder | $120 | $17,404-99.3% | $14,586-99.2% | $12,270-99.0% |